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PIM

Franklin Master Intermediate Income Trust
PIM

49 hedge funds and large institutions have $54.8M invested in Franklin Master Intermediate Income Trust in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

2% more capital invested

Capital invested by funds: $53.6M → $54.8M (+$1.22M)

0.21% less ownership

Funds ownership: 22.47% → 22.25% (-0.21%)

9% less funds holding

Funds holding: 54 → 49 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
15
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
TCG Advisors
Texas
+$267K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$190K
3
BS
Boenning & Scattergood
Pennsylvania
+$93.8K
4
Invesco
Invesco
Georgia
+$72.4K
5
CWM
Concentric Wealth Management
California
+$59.2K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$345K
2
SFS
Shaker Financial Services
Virginia
-$312K
3
PPA
Parametric Portfolio Associates
Washington
-$265K
4
Bank of America
Bank of America
North Carolina
-$164K
5
CWP
Capital Wealth Planning
Florida
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
– -$126K -27,348 Closed
AGM
52
Alpine Global Management
New York
– -$110K -23,912 Closed
HF
53
HRT Financial
New York
– -$64K -13,946 Closed
Jane Street
54
Jane Street
New York
– -$52K -11,329 Closed
Millennium Management
55
Millennium Management
New York
– -$48K -10,535 Closed
TC
56
Truvestments Capital
Florida
– -$4K -876 Closed
GWM
57
Geneos Wealth Management
Colorado
– -$1K -398 Closed
1 2
3

PIM Hedge Fund Activity: Q4 2019 in Review

49 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2019, worth a combined $54.8M — up 2.3% from $53.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PIM and 6 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was TCG Advisors, adding an estimated $267K. The largest seller was Sit Investment Associates, cutting an estimated $345K.

  • 49 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q4 2019, down from 54 in Q3 2019.
  • Funds reported $54.8M of Franklin Master Intermediate Income Trust stock for Q4 2019, up 2.3% quarter-over-quarter.
  • 6 funds opened new Franklin Master Intermediate Income Trust positions in Q4 2019 and 10 closed out, a net change of -4 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q4 2019 was TCG Advisors, an estimated $267K added.
  • The largest Franklin Master Intermediate Income Trust seller in Q4 2019 was Sit Investment Associates, an estimated $345K sold.

Based on aggregated 13F filings for Q4 2019.